investment-analysis-team

name	investment-analysis-team
description	8-role debate-pattern investment analysis team with direct peer-to-peer debate for balanced decisions. Use when analyzing a security for investment decision with adversarial debate. Do NOT use for single-perspective analysis or quick price checks.
version	0.3
kind	team-skill
roles	[{"id":"fundamental-analyst","purpose":"Analyze financial statements, profitability, and competitive advantages to identify undervalued investment opportunities.","skills":["gs_stock_financial_query"],"tools":["python3","curl","jq"]},{"id":"technical-analyst","purpose":"Analyze price trends, technical indicators, and market sentiment to identify trading signals and key price levels.","skills":["gs_stock_market_query"],"tools":["python3","curl","jq"]},{"id":"digital-media-analyst","purpose":"Analyze social media sentiment, hot topics, and abnormal signals to detect market sentiment and potential risks.","skills":["content-strategy"],"tools":["python3","curl","jq"]},{"id":"macro-analyst","purpose":"Analyze macroeconomic environment, monetary policy, and systemic risks to identify macro-driven investment impacts.","skills":["gs_economy_query"],"tools":["python3","curl","jq"]},{"id":"optimistic-researcher","purpose":"Integrate analyses, identify opportunities, debate pessimistic researcher directly, and output debate conclusions.","skills":[],"tools":[]},{"id":"pessimistic-researcher","purpose":"Integrate analyses, identify risks, debate optimistic researcher directly, and output debate conclusions.","skills":[],"tools":[]},{"id":"portfolio-risk-controller","purpose":"Construct investment portfolio, formulate risk control strategies, and propose final investment decisions based on debate conclusions.","skills":[],"tools":[]}]

投资分析团队 (Investment Analysis Team) - 直接辩论版

这是一个 Debate pattern (B+A+C) 模式的多角色投资分析团队，结合了并行分解、直接点对点辩论和质量门控，旨在通过对抗辩论机制解决单一视角投资分析的偏见问题。团队通过四个分析师并行工作、乐观与悲观研究员并列获取相同输入并进行直接点对点辩论（无需协调员转达）、研究员直接输出辩论结论，最终由投资组合与风险控制角色生成可执行的投资决策。

Workflow

团队遵循以下工作流程（详见 workflow.md）：

1. Pre-flight: check dependencies — 读取 dependencies.yaml 并验证所有依赖是否可用。报告缺失项：required: true = 缺失后可能失败；required: false = 降级但仍可运行。用户决定是否继续。团队可以在纯推理模式（inline-persona-only）下运行，如果所有技能缺失。
2. 任务分发 — Leader 创建所有阶段的 task（包括自己最终的汇总 task，assignee="team_leader"），每个 task 设置 assignee 和 dependencies。不要漏掉 Leader 自己的最终汇总环节。
3. 四分析师并行分析 — 四个分析师并行工作，各自输出结构化分析报告。质量门控：每份报告必须包含至少3个关键发现，格式符合 Output Schema。
4. 研究员观点整合（Round 1） — 乐观研究员和悲观研究员并列获取三个分析师输入（基本面、技术、数字媒体），并行工作，彼此不可见。乐观研究员从乐观视角识别投资机会，悲观研究员从悲观视角识别潜在风险。质量门控：每份报告必须包含至少2个关键观点和辩论辩护准备。
5. 直接点对点辩论（Round 2） — 乐观研究员和悲观研究员直接看到对方的观点，进行反驳辩论。每轮辩论必须包含反驳论据和新证据支撑。辩论固定进行2轮。研究员直接输出辩论结论（无需协调员转达）。质量门控：每份辩论报告必须包含至少2个反驳论据和辩论结论。
6. 完成辩论校验 — Leader 验证辩论是否充分、是否达成共识或明确分歧。若判断为"否"，继续下一轮辩论，最多2轮。
7. 投资组合与风险控制 — 投资组合与风险控制角色基于研究员输出的辩论结论，构建投资组合建议、制定风险控制策略、提出最终决策。质量门控：必须包含至少3个风险控制措施。
8. Final: emit 投资分析报告 — Leader 整合所有分析结果，生成最终投资分析报告（包含分析师观点、研究员观点、多轮辩论过程、辩论结论、投资决策）。

Roles

id	Purpose	When dispatched	Input	Key dependencies	Role file
fundamental-analyst	分析财务报表、盈利能力和竞争优势，识别被低估的投资机会	每次运行（并行）	证券代码、财务数据	python3	roles/fundamental-analyst.md
technical-analyst	分析价格趋势、技术指标和市场情绪，识别交易信号和关键价位	每次运行（并行）	证券代码、价格数据	python3	roles/technical-analyst.md